Salesforce ERP
ERP + CRM Platform 
Inventory Management 
Warehouse Management 
Order Management 
Vendor Management 
Logistics Management 
BOM Management 
Order Fulfillment 
Business Operations 
SaaS Platform for Operations 
Salesforce Cloud ERP Platform 
Xero
Zoho books
Quickbooks
Shopify
Agentforce Revenue Management
Agentforce Revenue Management + Billing 
Salesforce CPQ
Salesforce Advanced Billing 
Migrate from CPQ to Agentforce Revenue Management 
Microsoft
Data Cloud
Tableau
Salesforce CPQ · Configure, Price, Quote
Accurate quotes in minutes, not days of back-and-forth.
Salesforce CPQ implementation, optimization, and migration — so your reps configure complex deals, price them right, and send clean quotes without leaving Salesforce.
Guided selling & configuration
Rule-based pricing & discounting
CPQ → RC migration roadmap
Quote · Q-4471
configure · in progress
VALID
Product Configuration
✓
Platform — Enterprise
$36,000
✓
Add-on — Advanced Analytics
$9,600
✓
Premium Support
$5,400
✓
Onboarding Package
$3,000
Trusted by 80+ companies worldwide
The work
Quoting that keeps pace with how you sell.
Salesforce CPQ turns complex products, pricing, and approvals into a guided flow your reps can run themselves — so quotes go out fast, priced correctly, and on-brand, without spreadsheets or back-channel sign-offs.
We implement and optimize CPQ around your real catalog and pricing rules, and when the time is right, we plan and run your migration to Revenue Cloud so you're not left on a platform at end of life.
🔍
Already on CPQ? We run health checks too.
Migration roadmaps to Revenue Cloud — assess, plan, and move on your timeline.↑3×
Faster quote turnaround with guided selling and configuration rules
100%
Native Salesforce — no third-party tools, no data leaving the CRM
0
Spreadsheets needed once CPQ configuration rules are live
6
Engagement steps from audit to go-live, with sprint demos throughout
Where quoting breaks
The quoting headaches we fix.
Three recurring problems in every sales team that outgrows manual quoting.
Problem 01
⏱️
Quotes take too long
Reps wait on product experts and finance to configure and price complex deals, so quotes take days and deals cool off. Guided selling and configuration rules let reps quote correctly on their own.
Problem 02
📉
Pricing & discounts off the rails
Discounts get negotiated in inboxes and margins quietly leak. Structured pricing rules and approval workflows keep every quote inside policy without slowing sales down.
Problem 03
⚠️
CPQ at end of life
Salesforce CPQ is on a sunset path and no longer sold to new customers. Staying still is a risk. We give you a clear health check and a migration roadmap to Revenue Cloud.
What you get
Configure, price, and quote — done right.
CPQ built to your catalog, pricing, and approval policies, with a clear path forward to Revenue Cloud.
🧩
Product configuration & bundles
Configurable products, bundles, and option constraints so reps only ever build valid quotes — no invalid combinations, no callbacks to product teams.
💰
Pricing & discount rules
Volume, tiered, contracted, and channel pricing applied automatically, with discounting kept inside policy and approvals triggered only when needed.
🧭
Guided selling
Question-led flows that steer reps to the right products and add-ons, lifting quote quality and attach rates without requiring deep product knowledge.
✅
Approval workflows
Automated, multi-tier approvals that move fast on standard deals and escalate only the exceptions — no bottlenecks for clean quotes.
📄
Branded quote documents
Clean, on-brand quote and proposal output generated straight from the configured quote — consistent, professional, and no manual formatting.
🔄
Renewals & amendments
Co-terms, upgrades, and mid-term changes handled in-platform, so renewals aren't rebuilt from scratch every cycle.
Looking ahead
On CPQ today? Plan the move to Revenue Cloud.
Salesforce CPQ is in its final chapter — no longer sold to new customers, on a defined support runway. We help you get full value from CPQ now while building a clear-eyed plan to move to Revenue Cloud on your timeline, not in a panic.
No rushed rip-and-replace. We assess what you have, protect what works, and sequence the move so quoting never stops.
Health check
Audit your CPQ org
We review your data, customizations, and integration points — and pinpoint exactly where complexity is hurting you most before any migration work begins.
Migration roadmap
Phased plan to Revenue Cloud
A sequenced migration scoped to your catalog, integrations, and risk tolerance — so you move at a pace that keeps quoting live throughout the transition.
Migrate & optimize
Move and tune the new platform
We carry pricing, products, and quoting logic into Revenue Cloud and optimize the setup — your reps stay productive from day one on the new system.
Built for
Sales teams selling more than a simple price list.
If your reps are quoting complex products, managing approvals, or staring down a CPQ migration, this engagement is built for you.
New
New to CPQ
Complex products, bundles, or approval chains are outgrowing manual quoting. You want guided selling and rule-based pricing built right the first time.
Fix
Existing CPQ that underperforms
You have CPQ but it's slow, over-customized, or fighting your reps. We optimize configuration, pricing, and approvals to make it work the way it should.
Move
Planning a Revenue Cloud move
You know CPQ is at end of life and need a partner to assess, roadmap, and migrate to Revenue Cloud without disrupting sales or losing institutional knowledge.
How we work
Your CPQ engagement, in six steps.
A structured process designed to reduce risk, move fast, and deliver a CPQ setup your reps will actually use — or the first stage of your Revenue Cloud migration.
01
Assess
Audit quoting today
We review your catalog, pricing rules, approvals, and any existing CPQ org — and flag what slows quotes down.
02
Design
Model the logic
Bundles, configuration constraints, pricing rules, and approval tiers — designed and signed off before build starts.
03
Build
Configure CPQ
Certified team builds in a sandbox with sprint demos, delivering configuration, pricing, and quote templates.
04
Integrate
Connect the stack
CRM, e-signature, ERP, and billing connected so quotes flow cleanly into orders and downstream systems.
05
Test
Prove real deals
UAT across configuration, pricing, discounting, approvals, and document generation — edge cases included.
06
Launch
Go live & optimize
Cutover, rep training, and hypercare — then ongoing tuning, or the first step of your Revenue Cloud roadmap.
Let's talk
Get a free CPQ assessment.
Tell us how you quote today. We'll show where CPQ can speed things up — or map your path to Revenue Cloud.
Ready to fix your quoting?
Get a free CPQ assessment — we'll show where quotes are slowing down and what it takes to fix it.
Good questions
Frequently asked.
What most teams want to know before starting a CPQ engagement — or planning a migration.
Salesforce has moved CPQ to an end-of-sale, maintenance footing — it's no longer sold to new customers, and Revenue Cloud (Agentforce Revenue Management) is the go-forward platform. Existing CPQ orgs still run, so the right move is to get value from CPQ now while planning a migration on your own timeline. We help with both.
It depends on your contracts, urgency, and complexity. For many teams, Revenue Cloud is the better long-term target. We assess your situation honestly and recommend the path that fits — rather than defaulting to one answer.
CPQ handles the quoting layer: configuration, pricing rules, and quote generation. Revenue Cloud extends that into a full quote-to-cash platform covering contracting, billing, invoicing, renewals, and the subscription lifecycle.
Yes. We run health checks on over-customized or underperforming CPQ orgs and tune configuration, pricing, and approvals — then advise on whether and when migration makes sense.
It depends on catalog complexity, pricing rules, approvals, and integrations. Straightforward rollouts move quickly, while highly configured products and ERP or billing integrations take longer. We scope it after the assessment.